See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,667 | $171,865+37.7% | $149,718+58.1% | $147,584+60.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.59% | 2113.22%-2101.6pp | 1501.63%-1490.0pp | 578.55%-567.0pp |
| Employer contribution / active EE | $13,237 | $6,275+110.9% | $5,445+143.1% | $4,876+171.4% |
| Participant deferral / active EE | $8,372 | $7,271+15.1% | $6,569+27.4% | $5,439+53.9% |
| Admin fee / account holder | $3,448 | $13,799-75.0% | $11,283-69.4% | $10,885-68.3% |